UMA Financial Services »

Orrstown Financial Services shares owned by UMA Financial Services

Quarter-by-quarter ownership of Orrstown Financial Services (ORRF) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Orrstown Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Orrstown Financial Services held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Orrstown Financial Services by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $661 22 30.05

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for UMA Financial Services

Top funds holding Orrstown Financial Services

Fourthstone
BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Millennium Management
Renaissance Technologies
Manufacturers Life Insurance Company
ProShare Advisors
American Century Companies
FMR
Petiole USA
Northern Trust
Charles Schwab Investment Management

View all funds holding Orrstown Financial Services

OSZAR »